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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

D.a. Davidson & Co. | CFA ® (Certifications)

location

BLACKSBURG, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Michael Newport Creamer is a financial advisor at D.a. Davidson & Co. with over 14 years of experience in the financial services industry. Michael has a strong track record of success in providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and charitable organizations. Michael holds the Series 7 and Series 66 securities licenses and is a Chartered Financial Analyst (CFA). Michael is committed to providing personalized and objective financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

CHESAPEAKE, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Chinn is a financial advisor with over 23 years of experience in the industry. Michael is currently registered with LPL Financial LLC and is licensed to provide investment advice in Texas and Virginia. Michael has previously worked with Nationwide Securities, LLC, 1717 Capital Management Company, and Morgan Stanley DW Inc. Michael holds the Series 7, Series 31, and Series 63 licenses. Michael has also passed the SIE and Series 65 examinations. Michael specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Edward Jones | CFC ® (Certifications)

location

ROANOKE, VA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Swanson Pendleton is a financial advisor associated with Edward Jones, with over 17 years of experience in the financial industry. Michael holds licenses in both Virginia and Texas, and is registered to provide investment advice in 32 states. Michael has attained the Chartered Financial Consultant designation, further demonstrating commitment to client service. Michael's primary focus is in assisting individuals with financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Strategic Financial Alliance, Inc.

location

FAIRFAX, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stevens is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and high-net-worth clients. Michael is also a licensed insurance agent, specializing in fixed insurance. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORFOLK, VA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Duffy is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael has been in the securities industry since October 24, 1984. Michael is registered in 18 states and has passed the Series 3, Series 7, Series 63, and SIE exams.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

360 Wealth Consultants, LLC

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

Michael Edward Shelton is a financial professional with over 6 years of experience in the financial services industry. Michael Shelton is currently registered with 360 Wealth Consultants, LLC in Roanoke, Virginia. Michael Shelton has experience with a variety of financial products and services, including insurance, tax preparation, and investment management. Michael Shelton specializes in working with high-net-worth individuals and families, providing them with comprehensive financial planning and investment management services. Michael Shelton is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of personalized service.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

Leesburg, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lewis is a financial advisor with Edward Jones. Michael has been in the financial industry since July 25, 2018. Michael is registered to provide investment advice in 24 states and the District of Columbia. Michael's professional experience includes working with New York Life Securities LLC and New York Life Insurance Co.. Michael is also a DJ and owns Soulsimplesounds Inc.. Michael is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

State Farm Investment Management Corp.

location

Chesapeake, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lindsey is a financial professional registered with State Farm Investment Management Corp. Michael holds the Series 6, Series 63, and Series 65 licenses. Michael has been in the industry since 2006 and has a strong history with both State Farm Investment Management Corp. and Allstate Financial Services, LLC. Michael's areas of expertise include investment company products/variable contracts, securities, and investment advisory services. Michael's insurance agency, Michael Lindsey's Insurance Agency, is also located at the same address as State Farm Investment Management Corp. in Chesapeake, VA.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael M. Moore is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael is a registered investment advisor in 19 states and has been in the industry since 2000. Michael has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009, and previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.. Michael has passed the Series 66, Series 7 and SIE exams. Michael specializes in retirement planning, college savings, and investment management.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

VIENNA, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Grinnell is a financial advisor with Osaic Wealth, Inc., and has over 30 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, holds Series 6, 7, 22 and 63 licenses and is registered to offer investment advice in 17 states. Michael's previous roles include positions with John Hancock Distributors, Inc. and MONY Securities Corp. Michael's background includes offering investment advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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